tag:blogger.com,1999:blog-3837096154281906877.post4654242133497853829..comments2023-11-27T16:20:59.143-08:00Comments on Merrill over Matter: Portuguese recycling & Iceland recovery -- Why the Chinese and Japanese are buying EU debtGreg Merrillhttp://www.blogger.com/profile/01479219930098544266noreply@blogger.comBlogger6125tag:blogger.com,1999:blog-3837096154281906877.post-59291133294916104202011-01-17T12:08:58.894-08:002011-01-17T12:08:58.894-08:00You are most likely correct. Getting the timing ri...You are most likely correct. Getting the timing right is the tricky part....Greg Merrillhttps://www.blogger.com/profile/01479219930098544266noreply@blogger.comtag:blogger.com,1999:blog-3837096154281906877.post-48830088014405161422011-01-15T05:09:32.984-08:002011-01-15T05:09:32.984-08:00i think they will borrow or print n bailout til th...i think they will borrow or print n bailout til the german people put a stop to it......i realize hamburg n paris very exposed to PIIGS debt.<br /><br />can't sell tomorrows pain but the day after's health n get elected in a 'now' society.<br /><br />i brush my teeth w/ 1 drp. of 100% oil of oregano--BURNS like the devil.......but my gums are tight at 2mm n dentist is mystified.<br /><br />no pain, no gain<br /><br />(dead-bang peridontal disease cure,by the way)<br /><br />boatmanboatmanhttps://www.blogger.com/profile/12951618145166698522noreply@blogger.comtag:blogger.com,1999:blog-3837096154281906877.post-72410449421211651992011-01-14T10:41:29.247-08:002011-01-14T10:41:29.247-08:00I doubt they can keep Portugal from getting a bail...I doubt they can keep Portugal from getting a bailout by the end of this year. <br /><br /> The Swedish model you allude to will involve a lot of pain and that is why the politicians don't want to do it, regardless of the long term benefits.Greg Merrillhttps://www.blogger.com/profile/01479219930098544266noreply@blogger.comtag:blogger.com,1999:blog-3837096154281906877.post-91307689484472767332011-01-14T04:16:27.506-08:002011-01-14T04:16:27.506-08:00really think the ECB can't push it to '12?...really think the ECB can't push it to '12? all of this has consistently taken longer than i thought. <br /><br /> bailouts n papering have been temporarily successful.ECB digging a hole,albeit temp. successful.....iceland took the banking "swedish model" (circa 1990) n its working...dow to 5000 but it might go thru 14k to get there.<br /><br />ultimately everyone sleeps with the swedish model.sounded good to me in '08.boatmanhttps://www.blogger.com/profile/12951618145166698522noreply@blogger.comtag:blogger.com,1999:blog-3837096154281906877.post-52393426406288455662011-01-12T11:33:05.031-08:002011-01-12T11:33:05.031-08:00Heh. Portugal was able to sell some debt today bu...Heh. Portugal was able to sell some debt today but the trend is not on their side. 2011 will be very interesting.Greg Merrillhttps://www.blogger.com/profile/01479219930098544266noreply@blogger.comtag:blogger.com,1999:blog-3837096154281906877.post-65002789660295837192011-01-12T03:41:19.418-08:002011-01-12T03:41:19.418-08:00the can stops being kicked when the first senior b...the can stops being kicked when the first senior bond holders are forced to take a haircut.the tide is not all the way out.<br /><br />it will happen....ask bernie m.boatmanhttps://www.blogger.com/profile/12951618145166698522noreply@blogger.com